Deshunnon L. Thomas

STRATEGIC ADVISERS LLC

STONECREST, GA

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CRD#: 4294897

Professional summary

Deshunnon L Thomas, CFP®, who also goes by D.l. Thomas, Deshunnon L Thomas, Deshunnon Luian Thomas, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Stonecrest, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Atlanta, Georgia.

Deshunnon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Deshunnon has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

D.l. Thomas | Deshunnon L Thomas | Deshunnon Luian Thomas

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deshunnon L Thomas's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326

RIA

CRD#: 104555

STONECREST, GA

Current

August 24, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568

CRD#: 7784

Atlanta, GA

Past

September 7, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

JACKSONVILLE, FL

Past

May 4, 2020 - March 24, 2021

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA

CRD#: 116407

ATLANTA, GA

Past

April 16, 2018 - November 26, 2019

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

ATLANTA, GA

Past

April 10, 2018 - April 30, 2020

JOYN ADVISORS, INC.

RIA

CRD#: 106725

ATLANTA, GA

Past

March 29, 2018 - April 30, 2020

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ATLANTA, GA

Past

November 18, 2014 - March 22, 2018

SYNOVUS SECURITIES, INC.

RIA

CRD#: 14023

TUCKER, GA

Past

November 12, 2014 - March 22, 2018

SYNOVUS SECURITIES, INC.

CRD#: 14023

TUCKER, GA

Past

July 31, 2013 - November 14, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ATLANTA, GA

Past

July 23, 2013 - November 14, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ATLANTA, GA

Past

December 13, 2011 - November 2, 2012

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

Past

May 3, 2011 - November 2, 2012

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

July 16, 2007 - September 6, 2007

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Past

October 21, 2005 - September 13, 2006

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

STONE MOUNTAIN, GA

Past

June 5, 2003 - April 7, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

February 27, 2002 - April 15, 2002

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

November 3, 2000 - May 16, 2001

SIMMERS CAPITAL MANAGEMENT CORPORATION

CRD#: 29960

PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(8/3/2023)

Alaska
(8/3/2023)

Arizona
(8/3/2023)

Arkansas
(8/3/2023)

California
(8/3/2023)

Colorado
(8/3/2023)

Connecticut
(8/3/2023)

Delaware
(8/3/2023)

District of Columbia
(8/3/2023)

Florida
(8/3/2023)

Georgia
(8/25/2021)

IAR

Georgia
(3/31/2025)

Hawaii
(8/3/2023)

Idaho
(8/3/2023)

Illinois
(8/3/2023)

Indiana
(8/3/2023)

Iowa
(8/3/2023)

Kansas
(8/3/2023)

Kentucky
(8/3/2023)

Louisiana
(8/3/2023)

Maine
(8/3/2023)

Maryland
(8/3/2023)

Massachusetts
(8/3/2023)

Michigan
(8/3/2023)

Minnesota
(8/3/2023)

Mississippi
(8/3/2023)

Missouri
(8/3/2023)

Montana
(8/3/2023)

Nebraska
(8/3/2023)

Nevada
(8/3/2023)

New Hampshire
(8/3/2023)

New Jersey
(8/3/2023)

New Mexico
(8/3/2023)

New York
(8/3/2023)

North Carolina
(8/3/2023)

North Dakota
(8/3/2023)

Ohio
(8/4/2023)

Oklahoma
(8/3/2023)

Oregon
(8/3/2023)

Pennsylvania
(8/3/2023)

Puerto Rico
(8/3/2023)

Rhode Island
(8/3/2023)

South Carolina
(8/3/2023)

South Dakota
(8/3/2023)

Tennessee
(2/13/2025)

Texas
(8/3/2023)

IAR

Texas
(3/31/2025)

Utah
(8/3/2023)

Vermont
(8/3/2023)

Virgin Islands
(8/3/2023)

Virginia
(8/3/2023)

Washington
(8/3/2023)

West Virginia
(8/3/2023)

Wisconsin
(8/3/2023)

Wyoming
(8/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/11/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/7/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/2/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/2/2000

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Deshunnon L. Thomas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deshunnon L Thomas's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

SECURIAN FINANCIAL SERVICES, INC.

JOYN ADVISORS, INC.

SECURIAN FINANCIAL SERVICES, INC.

SYNOVUS SECURITIES, INC.

SYNOVUS SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

MORGAN KEEGAN & COMPANY, LLC

WELLS FARGO CLEARING SERVICES, LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

1717 CAPITAL MANAGEMENT COMPANY

SIMMERS CAPITAL MANAGEMENT CORPORATION

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/11/2011

Series 63

Date: 11/7/2000

SIE

Date: 10/1/2018

Series 7

Date: 5/2/2011

Series 6

Date: 11/2/2000

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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